Plan Ledger DOL Form 5500 · updated monthly

American Healthcare Opps Holdings, LLC401(k)

AMERICAN HEALTHCARE 401(K) PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

American Healthcare Opps Holdings, LLC reported $16,576 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,189 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,617th-largest of 9,483 plans among California employers on file, and the 5,515th of 11,654 in professional & technical services. In 2024, employees put in $4.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,133,206
Participants with balances152
Active participants115
Employer contributions$366,756
Employee contributions$1,582,756
Employer contribution per active participant$3,189
Average account balance$132,455
Benefits paid to participants$1,732,325
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 152 accts · $367K emplr
2023$17.4M · 149 accts · $316K emplr
2022$14.3M · 147 accts · $310K emplr
Administrative expenses, itemized · 2024
Investment management$33,863
Total administrative$16,576
The American Healthcare Opps Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$3,189
Median for plans this size$2,416
2024$3,189 per active participant
2023$2,900 per active participant
2022$2,765 per active participant

American Healthcare Opps Holdings, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$33,863
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$16,576 · 0.09%
2023$20,111 · 0.13%
2022$23,895 · 0.16%
Same employer
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Tusimple CA$20.2M · 0.44%
Incloud LLC CA$20.2M · 0.04%
Cydcor LLC CA$20.2M · 0.40%
Denodo Technologies Inc CA$20.1M · 0.01%
Kandji, Inc. CA$20.1M · 0.13%
Gossamer Bio Services, Inc. CA$20.1M · 0.50%
Collins + Collins, LLP CA$20.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863151174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.